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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,619 | $132,634-61.1% | $115,768-55.4% | $137,256-62.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 8.06% | 160.70%-152.6pp | 100.46%-92.4pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,084 | $3,360-67.7% | $2,940-63.1% | $4,156-73.9% |
| Participant deferral / active EE | $1,723 | $5,619-69.3% | $4,917-65.0% | $6,407-73.1% |
| Admin fee / account holder | $23,407 | $15,028+55.8% | $12,439+88.2% | $12,270+90.8% |